Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277B
AUM Growth
+$17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,076
New
Increased
Reduced
Closed

Top Buys

1
+$1.12B
2
+$1B
3
+$704M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$465M
5
EPD icon
Enterprise Products Partners
EPD
+$408M

Top Sells

1
+$807M
2
+$617M
3
+$579M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$552M
5
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$544M

Sector Composition

1 Healthcare 8.93%
2 Technology 8.7%
3 Financials 8.37%
4 Communication Services 6.94%
5 Consumer Staples 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4526
$358K ﹤0.01%
49,340
+3,760
4527
$357K ﹤0.01%
24,430
-6,959
4528
$355K ﹤0.01%
25,020
-44,116
4529
$355K ﹤0.01%
33,541
+1,588
4530
$354K ﹤0.01%
11,039
-2,922
4531
$351K ﹤0.01%
18,566
-488
4532
$350K ﹤0.01%
65,751
+3,965
4533
$350K ﹤0.01%
+41,218
4534
$350K ﹤0.01%
188,313
+23,919
4535
$350K ﹤0.01%
25,025
+771
4536
$349K ﹤0.01%
+9,560
4537
$348K ﹤0.01%
8,169
+3,519
4538
$348K ﹤0.01%
10,325
-19,674
4539
$347K ﹤0.01%
99,853
+59,244
4540
$347K ﹤0.01%
94,649
+27,912
4541
$347K ﹤0.01%
21,040
+154
4542
$347K ﹤0.01%
55,197
-97,786
4543
$346K ﹤0.01%
8,986
+4,403
4544
$346K ﹤0.01%
12,393
+452
4545
$346K ﹤0.01%
31,329
+7,065
4546
$346K ﹤0.01%
33,555
+9,697
4547
$345K ﹤0.01%
20,305
+9,532
4548
$345K ﹤0.01%
5,851
-2,569
4549
$345K ﹤0.01%
26,814
-125,928
4550
$345K ﹤0.01%
10,051
+7,623
180 181
182
183 184